PWM
CRM icon

Palumbo Wealth Management’s Salesforce CRM Stock Holding History

Palumbo Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15M Sell
13,718
-688
-5% -$121K 0.45% 46
2026
Q1 		$2.69M Buy
14,406
+1,789
+14% +$371K 0.66% 35
2025
Q4 		$3.34M Buy
12,617
+6,812
+117% +$1.69M 0.82% 29
2025
Q3 		$1.32M Buy
5,805
+331
+6% +$83.5K 0.42% 49
2025
Q2 		$1.49M Buy
5,474
+243
+5% +$65K 0.46% 50
2025
Q1 		$1.4M Buy
5,231
+1,286
+33% +$400K 0.47% 50
2024
Q4 		$1.32M Buy
3,945
+266
+7% +$84.9K 0.49% 47
2024
Q3 		$1.01M Buy
3,679
+75
+2% +$19.2K 0.39% 56
2024
Q2 		$927K Buy
3,604
+765
+27% +$205K 0.39% 57
2024
Q1 		$855K Buy
2,839
+739
+35% +$213K 0.38% 60
2023
Q4 		$553K Buy
+2,100
New +$475K 0.28% 67

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Palumbo Wealth Management's CRM Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Salesforce (CRM) stake by 4.8% in Q2 2026, selling an estimated $121K and leaving 13,718 shares worth $2.15M. The position accounts for 0.45% of the portfolio, ranked #46.

Palumbo Wealth Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.34M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Palumbo Wealth Management held 13,718 shares of Salesforce worth $2.15M as of Q2 2026.
  • Palumbo Wealth Management sold 688 Salesforce shares in Q2 2026, an estimated $121K.
  • Salesforce made up 0.45% of Palumbo Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Palumbo Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Palumbo Wealth Management's Salesforce position peaked at $3.34M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.